RMAGX Mutual Fund
RMAGX Mutual Fund
NAV$8.68
AUM$5.6B
TER0.26%
Holdings1,263
See how much of RMAGX you already own
RMAGX Mutual Fund
NAV$8.68
American Funds Mortgage Fund Class R-6
AUM$5.6B
TER0.26%
Holdings1,263
See how much of RMAGX you already own
RMAGX Mutual Fund Overlap Analysis
RMAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RMAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1263 holdings, RMAGX may share significant positions with broad-market funds.
RMAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RMAGX tax-loss harvesting finds highly correlated but non-identical funds.